Jonathan Barrett Cfp, Clu, Chfc, Ricp, RPS
“He is incredibly knowledgeable and takes the time to understand your individual needs and preferences, creating a personalized plan that works best for you, rather than a one size fits all approach.”
Best Financial Advisors in Woodbridge, NJ
15 firms listed · 4 in Woodbridge · 3 open 24/7 · 8 open weekends · 14 rated 4.5+
Data verified October 20, 2026
Krause Financial Group
“I have been using Krause Financial Group for 20+years for my business / personal neeeds.”
Daniel Williams Chfc
“Dan was a great asset in helping with deciding my financial future, very professional and straight to the point… would highly recommend for anyone who wants a real world view on how to invest properly.”
Voya: Woodbridge Office
Kreppel Tax Advisory Group
“I truly appreciated how smooth they made the process and would definitely recommend them to anyone looking for trustworthy and knowledgeable tax professionals.”
Hy Appelbaum CPA
“Amazing experience for both my personal and business taxes.”
The 15 firms listed for Woodbridge, NJ provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Woodbridge, NJ
Of the 15 firms we list here, 4 are in Woodbridge itself and 11 come from towns including Staten Island, NY (3, 8 mi), Clark (1, 4 mi) and Edison (1, 4 mi). The firms on this page are rated from 4.0 to 5.0 across 1,906 reviews; 8 have 50 or more reviews and 14 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "knowledge" and "understanding". 3 are open around the clock; 8 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are financial planning (2), our process (2), payroll services (2) and tax planning (2). 1 shows a license on its website; 1 lists staff certifications (CPA) and 3 have a BBB rating of A or A+. 10 have ten or more years of experience, the longest 39 years. 3 offer urgent consultations; 1 offers payment plans and 2 offer a free initial consultation. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Woodbridge take financial planning bookings online?
2 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Grantvest Financial Group
“We have been working with Joe for a bit over a year now and can't be more grateful.”
Sai CPA Services
“They make complicated tax topics easy to understand and handle everything with professionalism.”
Angelo & Associates, Cpas
“Bill has been my accountant for 18 years and a great resource for help in my business grow, giving guidance and advise along the way.”
Legrand Financial Services
“Amazing accountant, friendly customer service, cozy waiting area.”
Dennis Surmanek
“Dennis is a true professional who is always looking out for his clients and their future.”
Falbo Wealth Management
“He has done much more than help us prepare for retirement—he's helped us organize our overall finances and create a clear plan for the future.”
Camacho Consulting Services
“For the past 3 years Orlando has made my tax experience easy, quick, simple and the best part is receiving the maximum I can get with my refund.”
Goldenthal & Suss Consulting
“I am new to Quickbooks, Sabrina was so helpful and answered all my questions, always with a smile.”
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Purevest
“From the first time I sat down with Jason from PureVest he was prompt, professional and made me feel fully comfortable with his recommendations and approach.”
Why these companies made our list
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